Client Access
+1 303-690-5070

Client Access

View my Account

View your investments

View your investments at E*TRADE

All Accounts

View my Financial Plan

Investments in perspective of your long-term, real-life plan

View Plan

Who to Contact

Our team can solve most any question quickly with a phone call

See Contacts

Secure Email File Transfer

Keep your information confidential.

Click here for help.

Login

Family Financial Album

End of life planning that honors you and your loved ones

Go Paperless

Save the hassle and help the planet

Read More

Latest News

Read All Periscopes

Upcoming Events

February 2021
March 2021
April 2021
May 2021
June 2021
August 2021
September 2021
October 2021
December 2021
No event found!
Load More
More Events

Video Library

Questions to Ask a Financial Planner

Choosing the right financial planner requires some homework. You must be comfortable discussing the details of your finances, goals, lifestyle, and financial status. The person you choose should be trustworthy, resourceful, knowledgeable, and creative in mapping out the right strategies for your financial future.

Ask the following questions to find out how well a financial planner will be able to serve your needs:

  1. How long have you been providing financial planning services?
  2. In what area(s) of financial planning do you specialize, if any?
  3. Do you have any advanced degrees, certificates or financial planning credentials?
  4. What securities and insurance licenses do you hold?
  5. How often have you performed similar services in the past?
  6. What type of financial planning service do you think I need based on my goals?
  7. On average, how long have your financial planning clients used your services?
  8. What independent organizations may I contact to verify your credentials, such as FINRA, the SEC, and the CFP Board?
  9. How are you compensated for your services?
  10. Which companies will custody my accounts and what are their financial situations?
Click here to Download all Questions to ask a Financial Planner.

For more information on how to select a financial planner that best meets your unique needs, feel free to call us at 303-690-5070.